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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,666 | $90,400+239.2% | $186,193+64.7% | $87,485+250.5% |
| Participation rate | 70.0% | 66.2%+3.8pp | 77.1%-7.1pp | 68.9%+1.1pp |
| Annual return | 12.36% | 22.15%-9.8pp | 78.03%-65.7pp | 26.06%-13.7pp |
| Employer contribution / active EE | $2,666 | $2,170+22.8% | $3,918-32.0% | $2,596+2.7% |
| Participant deferral / active EE | $7,462 | $4,330+72.3% | $6,513+14.6% | $4,274+74.6% |
| Admin fee / account holder | $23,559 | $8,673+171.6% | $11,058+113.0% | $7,775+203.0% |